Sure, although understandably folks in this situation prefer to keep it private. Below are just a few comments from our many happy clients.
“Bill, Thanks for all of your encouragement and for your steady hand during that phone call yesterday with Vanguard. I just know enough about investments to be dangerous. LOL but excited about learning more. Thanks for your encouragement and assistance to get this done! God bless, sincerely, Kathy” Kathy M, PA, USA
“Bill is a great adviser for personal finance matters. Within 3 months of working with him, I managed to kill my debt by $20k. He was proactive, gave me brilliant advice, and followed up to ensure accountability (through weekly check-ins).
He also helped me to be regular with budgeting, offered advice even on the apps that might be helpful. He recommended books & useful websites. We created a plan to wipe out debt, build solid emergency fund and work out how to build wealth in future.
Very reasonably priced with the quality that is offered by him. I am happy with my decision to engage him & get my financial ducks in a row. Highly recommended for anyone willing to control their financial lives. I have already recommended him to a friend in Singapore. Thank you Bill & keep up the awesome work!” UMJ, Singapore
“From the very first communication, Bill showed genuine concern for us and our financial situation. Some of the other coaches we spoke with made it feel more like a business, but Bill felt like a true friend from day 1.
He consistently responded in a timely manner to all our emails and requests and provided us with a written plan within just a few days of receiving all of our input. The plan was detailed, well laid out and easy to understand. It was very apparent that he put a lot of personal thought, time and effort into it. We were very impressed!” Nancy B, NJ, USA